Smart Forms (also known as Smart Lead Forms) allow your existing lead capture forms to qualify leads on-the-fly, immediately when the form is submitted. When your smart form is submitted and the lead information does not meet your qualification criteria, the information is submitted to your backend database (such as Salesforce or Salesforce Pardot) just like it normally would and the visitor is shown your default "thank you" message. However, when your smart form is submitted and the lead information DOES meet your qualification criteria, the information goes to your backend database AND a conversation is opened in real-time for the qualified lead and your sales rep to have an immediate meeting. Instantly talk to your qualified leads the moment they fill our your lead forms, no waiting, 0 minute response time. Instant conversations result in instant conversions for sales.
In this guide you'll learn how to set up Pardot forms to dynamically qualify inbound prospects based on the data they submit in your Pardot form.
Now that we've got that out of the way, let's go back to talking about your Pardot forms. Pardot forms typically have a number of fields that are designed to collect prospect information, and when submitted, that data flows into Pardot in real-time. A typical Pardot form on your website looks something like this:
Setting up Pardot smart forms is relatively simple. If you have basic experience with Pardot forms and completion actions, you should be able to turn your existing Pardot lead forms into smart forms within 30 minutes. Note, there are 3 ways you might have your Pardot forms set up, so read thorough the 3 options below and make sure you're using the right approach based on your Pardot form configuration
If you are using the "Show Thank You Content" completion action on your Pardot forms, please continue reading along. There are two types of forms that you might have on your site. If you are using a Pardot form with a "Show Thank You Content" completion action on a Pardot landing page, the form is NOT wrapped in an <iframe>. If this is the case all you need to do is to add the following script to your thank you code on the form.
Add the script shown above to the "Thank You Code" in your Pardot form completion action as shown below:
Now, if your form is not on Pardot landing page and is instead EMBEDDED on your website in an <IFRAME>, all you need to do is to add the following script to your thank you code on the form.
If your Pardot form Redirects to another URL upon completion, commonly referred to an a "Thank You Page" then you'll need to make one minor modification. That being, you'll ned to add a URL parameter to the end of your thank you page URL. The URL parameter you'll need to add is q_pardotFormSubmitted=EXPEREINCE_ID and it is added using standard URL syntax.
So for example if you have a standard thank you page located at:
Your thank you page URL will become:
This is what it looks like when you configure it in Pardot:
As a next step, you might find the following educational resource guides useful: